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Click
here for Monthly PC tip!
The Farmers
internet is here!
Farmers
has begun activating the IPN lines that will make your AS/400 internet
accessable. Once you receive the Internet Protocol Network PC Configuration
Guide your
AS/400 will be internet ready. *If you already have a LAN set up at your
office, I recommend consulting your Network Administrator. Farmers does
not support personal LAN's so keep this in mind before connecting to the
AS/400 hub. I am available for assisting agents with connecting their
pc's directly to the AS/400, but cannot assist with LAN's.
If you
would like assistance connecting your AS/400 to the internet please call
me at (281)491-8484. Prior to my arrival you will need to make sure your
pc('s) meet the minimum requirements stated in the Configuration Guide,
along with having a network (NIC) card installed. Your office may also
need Cat5 wiring completed before I arrive. Please feel free to
contact me if you have any questions.
I also
want to say "great job!". Our district has over 70% activation
of the ACMS marketing programs. Please feel free to contact me if you
feel your office needs refresher courses in ClientVision and/or the ACMS
marketing programs. With the new IBM InfoPrint laser printers, marketing
through ClientVision is one of the best ways to cross-sell to your customers
along with keeping your retention rate high.
Until next time,
BHastings69@aol.com
Click
here for Windows Update
Answers
to Frequently Asked Questions
AS/400
Backing
up AS/400; ClientVision.
To
protect your agency from losing vital information and to cut down on recovery
procedures after a major system failure, each office should be conducting
three system backups. *Remember
to initialize your tape before conducting your initial backup on that
tape.
Initializing
a Tape
1. Insert the 2.5 GB tape into the AS/400 tape
drive and close the door.
2. Go to the AIMS Home Menu and select option
44 (Initialize Tapes) and press enter.
3. Match the screen to the following:
Tape Device TAP01
New Volume Identifier SYSTEM
New Owner Identifier *BLANK
Volume Identifier *MOUNTED
Check for Active Files *NO
Tape Density *QIC2GB
Code
*EBCDIC
End of Tape Option *REWIND
Clear
*YES
4. Press ENTER.
(Runs approximately 15 minutes)
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Full
or Entire System Backups should be run annually, if
not every 6 months.
Make sure
no one is signed on to the system. Procedure
will bring down the system for approx. 1 ½ hours.
1. Initialize tape.
2. Sign on to MAIN terminal (IBM terminal, DSP01, no AIMS on sign-on
screen.) as user QSECOFR password QSECOFR.
3. Type GO BACKUP and press enter.
4. Select option 1 to “Run backup” and press enter.
5. On the “Specify Command Defaults” screen, match
the prompts as follows:
Tape Device TAP01
Prompt for commands
N
Check
for active files N
Message queue delivery
*NOTIFY
NOTE: If you have
the AS/400e series (states this on front panel of AS/400), you will have
additional prompts. Leave the
defaulted values.
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AS/400
Weekly
Backups
The
weekly backups should have been scheduled the day your AS/400 was installed.
This backup will automatically run for you on the scheduled time/day,
usually Saturday’s at around 6:00pm.
The agent must then only be sure to have a 2.5 GB tape labeled
“Weekly Backup” in the AS/400 tape drive.
For extra security it is highly recommended agents have two Weekly
Backup tapes that are rotated weekly in case of fire or other unforeseen
occurrences. *Also note that
other backups, such as Full-System and ClientVision backups require you
to insert specific labeled tapes into the AS/400 drive. Be sure these are removed after the backups
are completed and the Weekly Backup tape is reinserted into the drive
to avoid taping over your last procedure.
To
verify your Weekly Backups are scheduled complete the following:
1.
Sign on to system as user QSECOFR password QSECOFR.
2.
Type GO BACKUP and press enter.
3.
Select option 10 for Set up Backup and press enter.
4.
Select option 2 for Change weekly backup options and press
enter.
5. Next press F18 for “change
schedule”.
The procedure
lasts approximately 15 minutes…once complete the main terminal will jump
back to your original screen with message XXX objects saved from library
V19XXXX. **If you are planning to save a CV library and transfer
it to another system, certain AS/400 model considerations may change the
SAVLIB procedure. Contact your
District AIMS specialist for assistance.
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AS/400
As/400 Memory Issues;
Preventative Maintenance
If you have never done a mail merge before, these step-by-step instructions
will walk you right through the process. Once you are working your Customer
Alerts daily, and using the mail merge option on a regular basis, you
will see that the entire process only takes a few minutes.
Along with the steps to completing a mail merge, we have included some
helpful hints that will make this process even easier. We suggest you
keep a copy of the instructions at your workstation, so you can have them
handy until the process becomes second nature.
STEP-BY-STEP INSTRUCTIONS
Step 1: Create Contact List
· Click on the appropriate Customer Alert to display a listing
of policies
· From this list, select those customers who will receive the letter
by clicking on the box that appears before each name (a check mark will
appear)
· After all customers have been selected, click on Mail Merge
Step 2: Download Contact List
· Right click on Contact List and select Save Target As
· In the dialog box, select the location on your hard drive where
you would like to save the document. (for example, c:\\My Documents)
Suggestion: Click on the "New Folder" icon and set up a separate
folder where you download your Alert letters. It could be called "Alert
Mail Merges" for example. This will make it easy to located your
letter when you get to the point of merging your policyholder listing
with the actual letter.
· At the end of the file name (custalertdownload) you need to type
the file extension .doc. So before you save this list, the filename in
the dialog box should read "custalertdownload.doc". In some
cases, the file name will display with .txt and the end. You will just
need to deleted the .txt and add .doc
· Click Save
· Click Close
Step 3: Download Letter
· Right click on Form Letter and select Save Target As
· In the dialog box, select the location on your hard drive where
you would like to save the document. If you have already set up a new
folder in Step 2, all you need to do is open that folder.
· Click Save
· Click Close
Step 4: Merge Customer List with Letter
· Open the letter in Microsoft Word by clicking on File and selecting
Open
· In the dialog box, go to the location where you saved the letter.
Again, it will be easily located in the folder you have set up.
· Personalize the letter with your agent name etc.
· Click on Tools at the top of your screen and select Mail Merge
for the Mail Merge dialog box to appear
· In section 1, click on Create, Select Form Letters, and click
on Active Window
· In section 2, click on Get Data and select Open Data Source and
open your contact list ( for example apps_pending_canc)
· In section 3, click on Merge and make sure "New Document"
is highlighted and then click on Merge
Note: If you get an Invalid Merge Field Window, click on OK
· Print or Save letters from this file.
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I
can't sign on with Internet Explorer 5.5
Symptom:
When submitting my User Name and Password I can view the Legal Acknowledgment,
but when I click on continue it takes me right back to the log-on screen.
Resolution:
This problem may be caused by the computer not having the correct date/time
and time zone.
- Locate
the time display in the system tray in the lower right hand corner of
your screen. Right click on the numbers and a pop-up menu will appear.
Select "Adjust Date/Time".
- Use
the arrow keys to select the correct time/month/year. Click directly
on the calendar date to select the correct date. To check the Time Zone
click on the "Time Zone" tab. A map will display with the
time zone of your system, i.e. (GMT-08:00) Pacific Time (US & Canada);
Tijuana. If the time zone is incorrect, left click on the time zone
text and select your geographical time zone.
- Left
click on the "OK" button to save your changes. If unsuccessful,
contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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How
do I clear my Internet Explorer browser cache?
Symptom:
When I enter the address of the Agency Dashboard I get a "Page cannot
be displayed" error or the content isn't as expected.
Resolution:
The browser records when you visit web pages in a web specific way called
a browser cache. Here's how to delete the browser memory (cache) and start
fresh.
- While
in Internet Explorer, go to the "Tools" item in the menu bar
and a menu will drop down.
- Select
"Internet Options". A small window will appear with the "General"
tab divided into three sections: Home page, Temporary Internet Files,
and History. In the Temporary Internet Files box click on the "Delete
Files" button, a smaller box should appear displaying "Delete
all files in the Temporary Internet Files folder?". Click on the
"OK" button.
- Close
this window and attempt to access the web page again. If unsuccessful,
contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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Web
page text and pictures overlap
Symptom:
When I log-on to the Agency Dashboard the text and page elements overlap
and are strangely formatted.
Resolution:
This is caused by the text size selected in your browser that is mismatched
to the page design. Adjusting the text size will make the page display
normally.
- Left
click on the "View" menu in the Internet Explorer tool bar.
A menu will drop down.
- Highlight
"Text Size" and a second menu will appear. There will be five
sizes to choose from with a bullet point next to your current size setting.
Choose the next size down and check to see if the page now displays
normally. If it does not resolve the problem, go to the next size down
until it is corrected. If unsuccessful, contact the Agent Help Desk
at 1-800-NET-USER (800-638-8737).
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I
can't view Adobe Acrobat documents
Symptom:
You've accessed a document that requires the Adobe Acrobat Reader. Instead
of the document a blank white screen within your browser window appears.
Resolution:
Reinstall Adobe Acrobat Reader browser plug-in.
- Quit
your browser by left clicking on the "X" in the upper right
corner of all open browser windows.
- Insert
the Agency Dashboard CD into your PC CD-ROM drive. In most systems,
the program should start up automatically in most systems. If it does
not, review the instructions on the CD-ROM jacket to start manually.
- Left
click on the "Skip Intro" button.
- The
Agency Dashboard screen with 3 red buttons will appear. Click on the
"Software You May Need" button.
- The
bottom of your screen will read "Advanced
Internet users click here to load individual software programs."
Left click on the click here link.
- Left
click on the "Install Adobe Acrobat Reader" button in the
upper right of your screen.
- The
Acrobat installer will start up. Follow the installer screen prompts.
- After
completion, you will be returned to the Agency Dashboard installer.
Left click on the "Main Menu" button in the lower left of
your screen. Then, left click on the "Exit" button and confirm
you want to quit.
- Restart
your browser, log in and attempt to access the Adobe Acrobat document.
If unsuccessful, contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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I
can't view some content on the Agency Training page
Symptom:
You've accessed an Agency Training page that requires the Macromedia Authorware
browser plug-in. When you select a course a new window appears with an
"Exit Course" link and a flashing
"Transferring Data…." message. Then nothing appears to happen.
Resolution:
The download of the program may take a few minutes on slower Internet
connections. If you do not see the "Transferring Data…." message,
a reinstall of the Macromedia Authorware browser plug-in may be required.
- Quit
your browser by left clicking on the "X" in the upper right
corner of all open browser windows.
- Insert
the Agency Dashboard CD into your PC CD-ROM drive. The program should
start up automatically in most systems. If it does not, review the instructions
on the CD-ROM jacket to start manually.
- Left
click on the "Skip Intro" button.
- The
Agency Dashboard screen with 3 red buttons will appear. Click on the
"Software You May Need" button.
- The
bottom of your screen will read "Advanced
Internet users click here to load individual software programs."
Left click on the click here link.
- Left
click on the "Install Authorware Web Player" button in the
upper right of your screen.
- The
Authorware Web Player installer will start. Follow the installer screen
prompts.
- Select
your browser version. Currently, only Internet Explorer 4.0 or above
is supported on the Agency Dashboard site. Left click on the "Finish"
button.
- After
completion, you will be returned to the Agency Dashboard installer.
Left click on the "Main Menu" button in the lower left of
your screen. Then, left click on the "Exit" button and confirm
you want to quit.
- Restart
your browser, log in and attempt to access the Agency Training course.
If unsuccessful, contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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How
to view sample documents on Agency Training page
Symptom:
You select a sample proposal letter link and you are unable to edit contents
to personalize for your agency.
Resolution:
To edit content, Microsoft Word or a word processor program capable of
reading Word files is required. The Agency Dashboard CD-ROM installs a
Word Viewer program that allows you to view the document contents.
However, it does not allow you to edit the document contents.
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How
to change your assigned or current password:
- Starting
from the Agency Dashboard log-in screen, left click on the change "Change your password" link.
- A
new screen will display. Enter your assigned User Name and left click
on the "Submit" button.
- A
new screen will display. Enter your current password, your new password
and duplicate your new password in the "Confirm PW" field.
- Left
click on the "Update" button.
- A
confirmation screen will appear. Left click on the "Continue"
button.
- You
will be logged into the web site with your new password. If unsuccessful,
contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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How
to reset your Agency Dashboard password:
Note: You
must have previously changed your password and entered a "secret
question" and answer to reset your own password. If you have not
done so, contact the Agent Help Desk at 1-800-NET-USER (800-638-8737)
for assistance.
- Starting
from the Agency Dashboard log-in screen, left click on the change "Forgot your password?" link.
- Enter
your "User Name" and left click submit.
- A
new screen will display with your question pre-filled in the "Question"
field. Enter your answer in the "Answer" field and left click
the on "Submit" button.
- A
new screen will display your temporary password. Write this down and
left click on the "Continue" button.
- A
"Change your password" screen will display. Enter the temporary
password in the "Password (PW)" field along with your new
password. Duplicate your new password in the "Confirm PW"
field. Left click on the "Update" button.
- A
confirmation screen will appear. Left click on the "Continue"
button.
- You
will be logged into the web site with your new password. If unsuccessful,
contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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How
to view your Agent or District Manager commissions:
- You
must be logged on with your Agent or DM User Name. Staff IDs do not
display commission information.
- Under
your name, left click on "Agency Manager."
- A
screen will display your "Statement of Operations." Left click
on the "Sales Count" link.
- Look
for the button labeled "See Income Details."
- The
table will display your latest month and year-to-date commissions. If
unsuccessful, contact the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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How
to search for a document in The Reference Center:
- Left
click on the "Reference" tab that is below the Farmers logo.
- Look
for the text "Search the Reference Center"
in the right column under the desk picture. Left click on the "Reference Center" link.
- There
are 3 methods you may search: Combination Search, Keyword Search and
SRN/Doc ID Search. Select your preferred method and left click on the
appropriate "Search" button. If your search doesn't return
the expected result, try an alternate method. If unsuccessful, contact
the Agent Help Desk at 1-800-NET-USER (800-638-8737).
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